WealthAi Launches AI-Native Operating System Following Pre-Seed Funding

WealthAi recently secured one million dollars in pre-seed funding to advance its artificial intelligence-driven operating system designed for the wealth management sector. This initial investment round was led by Fuel Ventures and Founders Factory to support the company’s mission of modernizing fragmented technology environments. The platform currently serves family offices, private banks, and wealth managers who face operational challenges due to disconnected software systems that often require manual data entry and increased labor costs.

The company provides an AI-native interface that functions as an agentic assistant to help advisors and compliance teams automate end-to-end tasks. WealthAi focuses on integrating various tools across the technology stack into a single modular architecture, allowing firms to adopt specific modules for suitability or CRM automation at their own pace. This approach aims to reduce operational expenses and improve client personalization without the risks associated with a complete core system overhaul.

Founded in 2023 by Jason Nabi and Paul de Gruchy, WealthAi officially launched its platform in early 2025. The operating system includes a marketplace of pre-integrated services from established providers such as Morningstar and Capital Economics. By embedding artificial intelligence at the core of the wealth management workflow, the firm seeks to help industry professionals scale their operations and achieve better performance through seamless data access and automated process coordination.

MNote: It's nice to see participation and growth in the WealthTech infrastructure sphere. There are quite a few behemoths out there raising LOADS of money, but I'm excited to see what some pre-seed fellows can do with a million dollars.

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